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Charles D. Hyman’s Vanguard S&P 500 ETF VOO Stock Holding History

Charles D. Hyman’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7.19M Buy
14,380
+145
+1% +$69.8K 0.4% 50
2024
Q1 		$6.84M Buy
14,235
+215
+2% +$98.4K 0.38% 50
2023
Q4 		$6.12M Buy
14,020
+52
+0.4% +$21.3K 0.37% 52
2023
Q3 		$5.49M Buy
13,968
+81
+0.6% +$33.1K 0.36% 52
2023
Q2 		$5.66M Buy
13,887
+118
+0.9% +$45.5K 0.35% 51
2023
Q1 		$5.18M Buy
13,769
+131
+1% +$48K 0.35% 54
2022
Q4 		$4.79M Buy
13,638
+13
+0.1% +$4.59K 0.33% 58
2022
Q3 		$4.47M Sell
13,625
-275
-2% -$100K 0.34% 55
2022
Q2 		$4.82M Hold
13,900
– – 0.35% 57
2022
Q1 		$5.77M Hold
13,900
– – 0.36% 54
2021
Q4 		$6.07M Hold
13,900
– – 0.38% 54
2021
Q3 		$5.48M Hold
13,900
– – 0.38% 53
2021
Q2 		$5.47M Hold
13,900
– – 0.38% 53
2021
Q1 		$5.06M Sell
13,900
-75
-0.5% -$26.6K 0.37% 55
2020
Q4 		$4.8M Hold
13,975
– – 0.38% 54
2020
Q3 		$4.3M Sell
13,975
-1,000
-7% -$305K 0.38% 54
2020
Q2 		$4.24M Buy
14,975
+19
+0.1% +$5.11K 0.41% 52
2020
Q1 		$3.54M Hold
14,956
– – 0.44% 54
2019
Q4 		$4.42M Sell
14,956
-20
-0.1% -$5.66K 0.43% 54
2019
Q3 		$4.08M Sell
14,976
-260
-2% -$70.6K 0.43% 56
2019
Q2 		$4.1M Buy
15,236
+51
+0.3% +$13.5K 0.43% 55
2019
Q1 		$3.94M Sell
15,185
-275
-2% -$68.7K 0.41% 60
2018
Q4 		$3.55M Buy
+15,460
New +$3.83M 0.42% 60

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles D. Hyman's VOO Position: Q2 2024 in Review

Charles D. Hyman increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2024, buying an estimated $69.8K and bringing the position to 14,380 shares worth $7.19M. The position accounts for 0.4% of the portfolio, ranked #50.

Charles D. Hyman first reported a position in VOO in Q4 2018 and has held it in 23 quarters since. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Charles D. Hyman held 14,380 shares of Vanguard S&P 500 ETF worth $7.19M as of Q2 2024.
  • Charles D. Hyman bought 145 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $69.8K.
  • Vanguard S&P 500 ETF made up 0.4% of Charles D. Hyman's portfolio in Q2 2024, its #50 holding.
  • Charles D. Hyman first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 23 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.